Who Owns Simplify Propel Opportunities ETF (SURI)?Hedge Fund & Institutional Holders
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$1654000200.0T
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
SURI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Brookwood Investment Group LLC | New Position | +99K | +$1.7B |
| Global Wealth Strategies & Associates | New Position | +133 | +$2.0M |
SURI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Decreased | -845 | -$14.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | 99,239 | $1.7B | 0.20% | Share |
| 2 | Global Wealth Strategies & Associates | 133 | $2.0M | 0.00% | Share |
| 3 | UBS Group AG | 179 | $2.0M | 0.00% | Share |
| 4 | Pathstone Holdings, LLC | 91,479 | $1.0M | 0.00% | Share |
SURI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $1.7B | +2 |
| Q3 2025 | 2 | $17.4M | -1 |
| Q2 2025 | 3 | $47.5M | +0 |
| Q4 2024 | 3 | $208.5M | -1 |
| Q3 2024 | 4 | $206.4M | +2 |
| Q2 2024 | 2 | $353K | -1 |
| Q1 2024 | 3 | $253.6T | +1 |
| Q4 2023 | 2 | $703K | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 4 institutional investors hold SURI (Simplify Propel Opportunities ETF). The largest holder is Brookwood Investment Group LLC with $1.7B in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own SURI?
As of Q4 2025, 4 institutional investors report holding SURI (Simplify Propel Opportunities ETF) in their 13F filings.
Who is the largest institutional holder of SURI?
The largest institutional holder of SURI is Brookwood Investment Group LLC with $1.7B in shares.
Is institutional ownership of SURI increasing or decreasing?
This quarter, 2 institutions opened new positions in SURI and 0 closed their positions.